High-Income Women—Kansas City Wealth Management Firms

You enjoy a gratifying career and the financial opportunities that come with it. You want to make the most of those opportunities while avoiding any obstacles. But how do you know you’re making the best decisions for yourself with so many demands on your time? You have questions such as:

How do I maximize tax-advantaged benefit plans?
What’s the right balance between spending and saving?
How can I set aside money to travel more?
How can I help my children and aging parents and still achieve my own goals?
How can I reduce my taxes?

We collaborate with you to construct a Prosperity Planning Blueprint™ to create a plan for your vision of financial independence while drawing on our expertise and encouragement. We can help you:

Design a comprehensive plan to maintain your lifestyle and build your wealth
Incorporate tax planning to help you keep more of your money
Fund the education expenses of your children
Collaborate with an attorney to create wills and trusts

Our team supports you with “smarts” and “heart,” combining our experience, knowledge, and continuing education with genuine care and compassion for you. Our goal is to provide expertise, encouragement, and accountability to inspire confidence that you truly are on course.

High-Income Women

Our wealth management firm in Kansas City, Missouri, partners with high-achieving professionals just like you to transform success into prosperity—the freedom to live a fulfilling life today while staying on track for the future.

Recent Articles

Second Quarter In Review

One Big Beautiful Bill Act (OBBBA) – Significant Tax Changes in Summary

Planning for Long-Term Care After Divorce

Life Insurance After Divorce

Recap of Our Call with Economist Marci Rossell on March 31st

Second Quarter Economic and Market Update

Taxes After Divorce: Common Tax Savings Strategies

Post Divorce Checklist: Steps to Take Once Your Divorce is Finalized

Divorcing With a Business or Private Investments: Key Financial Considerations

Divorce and Pension Plans – Valuation and Planning

Get Started

What does your Prosperity Planning Blueprint™ look like? We offer a complimentary 30-minute call to discuss your situation and how we may be able to help.